Top 15 Financial services advocate Jobs in Columbus

Member Service Representative III (Personal Banker - Sales)
KEMBA Financial Credit Union —Columbus, OH
- $23.50 - $26.50 an hour
- Full-time
- Mid-level
- Organizational skills
- 2 years
Quick Apply
Associate Financial Advisor
Transcend Practice Management —Columbus, OH
- $110,000 - $130,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Opportunities for advancement
Quick Apply
Relationship Banker Business Specialist
PNC Financial Services Group —Columbus, OH
- $52,500 - $87,500 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Client Relationship Representative (Universal Banker)
First Merchants Bank —Columbus, OH
- Call employer
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Relationship Manager
Manning & Napier —Columbus, OH
- $60,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Finance
- Health savings account
- Dental insurance
Member Service Representative (Personal Banker - Sales)
KEMBA Financial Credit Union —Columbus, OH
- $21 - $30 an hour
- Full-time
- Organizational skills
- Leadership
- Communication skills
- Cell phone reimbursement
Quick Apply
5d
Lead Financial Advisor
rebel Financial —Groveport, OH
- $85,000 - $200,000 a year
- Full-time
- Finance
- Business development
- Analysis skills
- Profit sharing
- Loan repayment program
Quick Apply
Senior Relationship Banker
First Commonwealth Bank —Delaware, OH
- 5 years
- Research
- Office
Quick Apply
Senior Financial Advisor – Experienced Professionals
First Command Financial Services, Inc. —Columbus, OH
- From $110,000 a year
- 5 years
- Military
- In-person
- Flexible schedule
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Member Service Representative III (Personal Banker - Sales)
KEMBA Financial Credit Union —Columbus, OH
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
$23.50 - $26.50 an hour
Quick Apply
Associate Financial Advisor
Transcend Practice Management —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.
$110,000 - $130,000 a year
Quick Apply

I want to receive the latest job alert for financial services advocate in columbus

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial services advocate jobs near columbus

Member Service Representative III (Personal Banker - Sales)

KEMBA Financial Credit Union -
Columbus, OH

Quick Apply

Job Details

Full-time
$23.50 - $26.50 an hour

Qualifications

Mid-level
Organizational skills
2 years
Communication skills

Full Job Description

Title: Member Services Representative III

Reports to: Branch Manager

Supervises: None

Status: Non-Exempt

Objective

The Member Services Representative III is a results-driven position responsible for performing a broad variety of Member focused sales and service-related activities at a high level that help enrich the financial lives of our member. This high-contact sales position requires the ability to deal effectively with Members and other KEMBA Associates in person, by telephone and in writing.

Duties and Responsibilities

Assumes responsibility for the effective and professional performance of Member sales and service-related functions:
- Recommends products and services that assists in meeting Member's financial needs
- Resolves Member issues through listening, problem solving, and offering solutions
- Meets or exceeds all sales, service and productivity goals established for this position
- Answers and responds to Member inquiries and questions
- Performs file maintenance and account changes as necessary
- Assumes teller line functions including, but not limited to, transactions for business members, balancing drawer, vault, and recycler
- Assists members both inside and outside with ITM machines
- Maintains audit controls including, but not limited to, dual control, key control, logs/reports, alarms, safe deposit box, and all teller-related audit responsibilities
Professionally services basic member activity, including, but not limited to:
- Processes change of address and add additional names to accounts
- Places check orders and orders replacement ATM/debit cards
- Sets up direct deposit and processes wire transfers and stop payments
- Processes printouts statements and check copies as requested
- Opens direct deposits
Establishes and maintains professional relationships with Members:
Resolves Member requests and questions promptly, courteously, and professionally
Keeps Members informed of Credit Union services and policies
Maintains and projects the Credit Union’s professional reputation
Assumes responsibility for establishing and maintaining effective coordination and working relationships with staff and management:
Works as a team member with other KEMBA Associates
Keeps supervisor informed of area activities and significant problems
Completes required reports and records accurately and promptly
Attends meetings as required
Maintains an up-to-date status of all sales support and processing activity with routine reporting to management
Regularly attends community events and serves as an advocate for KEMBA and the branch
Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA
Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures
Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs
Relates to others beyond giving and receiving instructions:
- Communicates with coworkers or peers without exhibiting behavioral extremes
- Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
- Responds appropriately to feedback from a supervisor
Performs other duties as assigned

Required Qualifications

High school diploma or equivalent education or experience
Three or more years of experience in a high-performance sales environment with individual goals
Two or more years of strong sales and customer experience results
Prior experience in a financial/banking institution preferred
Strong organizational skills and attention to detail
Must value a high degree of accuracy
Professional demeanor
Effective communication skills
Basic PC skills (Windows)
Assertive problem-solving skills

Physical Demands

The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.

The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.

#RETKMB

Quick Apply

Refine Your Search

financial services advocate jobs in columbus

Member Service Representative III (Personal Banker - Sales)

Associate Financial Advisor

Relationship Banker Business Specialist

Client Relationship Representative (Universal Banker)

Relationship Manager

Member Service Representative (Personal Banker - Sales)

Lead Financial Advisor

Senior Relationship Banker

Senior Financial Advisor – Experienced Professionals

Relationship Manager – Private Wealth & Tax Solutions

Explore jobs in cities nearby

I want to receive the latest job alert for financial services advocate in columbus

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected